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Featured

Top 7 SMS OTP service providers to secure your customers | How to choose the right one?

May 22, 2024
7 mins

Choosing the right OTP provider requires defining your requirements and goals, vetting various providers, and understanding how well each solution works with your existing tech stack. 

At the most practical level, your SMS OTP service provider should give you all the features you need to deliver OTPs to your customers. 

Every SMS one-time passcode (OTP) service provider is different. 

Some providers offer a more extensive network of carrier partnerships, enabling you to send OTPs worldwide with better deliverability. Others focus on building a strong infrastructure to manage domestic OTP deliveries. 

OTP providers also vary in the availability and flexibility of APIs and SDKs for integration into existing systems, impacting the ability to customize and implement the OTP experience in your existing tech stack. 

Choosing the right OTP provider requires defining your requirements and goals, vetting various providers, and understanding how well each solution works with your existing tech stack. 

In this guide, we’ll explain the features you need to look for in an SMS OTP service provider, the top seven most popular SMS OTP service providers in the market, and how to choose the right one for your needs. 

What features should I look for in an SMS OTP service provider?

Consider eight features when choosing an SMS OTP service provider. 

  • Time-to-deploy 
  • SMS OTP conversion rates
  • Fraud detection
  • Security and compliance
  • Analytics and tracking
  • Integrations
  • Customer support
  • Price

1. Time-to-deploy 

Developers already have enough on their plates— and adding a complicated tool t that requires intensive onboarding and implementation is counterproductive to achieving your other development needs. 

When selecting an OTP provider, look for services that require minimal setup. This will allow your team to start sending OTPs with little to no downtime. 

Your SMS OTP service provider should also provide clear documentation and SDKs that make it straightforward for developers to integrate OTP with your platforms, significantly reducing the time and resources needed for deployment.

2. SMS OTP conversion rates 

One of the most frustrating experiences a customer can have is receiving a delayed OTP, or worse, not receiving an OTP at all. Delayed or undelivered OTPs can cause anxiety, potentially leading the customer to abandon the transaction or lose trust in your brand. 

Verify that an SMS OTP provider has high delivery rates to ensure that your customers can receive and act upon OTP messages.

3. Fraud detection

In international markets, OTPs in SMS and voice channels are particularly susceptible to SMS Pumping fraud. 

Advanced fraud detection should include dynamic risk assessment algorithms that adapt to emerging threats and unusual patterns. 

4. Security and compliance

When assessing the security and compliance of an OTP service provider, there are two key aspects you need to consider: data encryption and regulatory compliance. 

End-to-end encryption ensures that an OTP is encrypted at the origin and only decrypts at the receiver’s device. This protects the OTP message from being intercepted or read by hackers. To verify the robustness of the encryption, look for an OTP service provider that uses recognized standards like AES (Advanced Encryption Standard) with a suitable key length (e.g., 256-bit).  

Additionally, look for OTP service providers that adhere to data protection regulations like the General Data Protection Regulation (GDPR) in the European Union, the California Consumer Privacy Act (CCPA), and the Health Insurance Portability and Accountability Act (HIPAA) as they are mandatory for different countries. 

5. Analytics and tracking

Choose an SMS OTP service provider that offers detailed analytics and tracking. Real-time insights into OTP delivery rates and failures help identify issues as they arise. 

Custom reports with a trend analysis of KPIs, such as success rates of OTP deliveries across different regions, can highlight areas for improvement, whether in technology or carrier partnerships. You can also leverage these reports to make strategic decisions and draw behavioral insights. 

6. Integrations

Even the most robust OTP provider must play well with your existing tech stack. Think about which platforms you need your OTP tool to communicate with. Does this OTP solution fit your long-term technological needs? 

Plivo, for example, integrates with most popular tools including Zapier, Microsoft Power Automate, Integromat, Pipedream, Integrately, GitHub Actions, EngageBay, and more. 

7. Customer support

Look for an SMS OTP service provider that is available 24/7. This level or service translates to immediate assistance, minimized downtime, and enhanced reliability. Having multiple support channels, such as email, phone, web-based chatbots, and SMS, will also provide more convenience, accessibility, and personalization for your company. 

8. Price

There’s no getting around pricing. Look for an OTP service provider with clear, straightforward pricing. Most OTP providers offer multiple pricing plans; look for one designed to scale with your business as you grow. Check out Plivo’s pricing.

The 7 best SMS OTP service providers for security and reliability

Here are our top seven picks for the best OTP service providers. Read a detailed analysis of why we chose these platforms below. 

1. Plivo 

Key features

  • Turnkey single-API solution: All you need to do is integrate using a single API with Plivo and it’ll take care of the heavy lifting. For instance, Plivo keeps numbers ready for usage, so customers do not need to purchase any numbers separately. Bottom line: Plivo customers can conveniently use a secure solution without worrying about compliance issues. 
  • Multichannel support: Plivo supports both SMS and voice OTP to ensure businesses have the flexibility they need to authenticate users. 
  • High deliverability: Verify API enjoys specialized routes from carriers that are not available with the SMS API. It also uses intelligent routing to identify optimal routes and number types for enhanced conversions. Plivo also ensures sender ID and template compliance to ensure carriers do not fail them due to compliance issues.   
  • Built-in fraud control: Plivo’s Fraud Shield includes an autopilot mode to help you monitor your messaging patterns, build thresholds for each country, and automatically send alerts with irregular patterns. 

You can fine-tune and override messaging throughput thresholds for each country and access an in-built reporting to evaluate your cost savings from preventing fraud attacks using Fraud Shield. 

  • Support: Premium 24-hour support, comprehensive documentation, seven global points of presence, and 99.99% uptime SLAs are available. 
  • No additional costs: Plivo has straightforward pricing plans where you only pay for what you use. There are no charges for authentication, regulatory compliance, fraud shield, and SMS verification, making it an ideal solution for those on a modest budget. 

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Pros 

  • Supports SMS OTP delivery in 220+ countries 
  • High deliverability rates, minimizing SMS failures
  • Customizable OTP templates for a personalized user experience
  • Detailed analytics for tracking OTP success rates
  • Robust security features protect data integrity
  • Comprehensive API and documentation support ease of integration
  • Scalable solutions cater to businesses of all sizes
  • 99.99% uptime SLAs available with 24-hour support 

Cons

  • The vast array of features can be overwhelming for new users.

Most suitable for Companies that need a scalable, customizable SMS OTP solution with extensive integration capabilities, security, and reliability. G2 rating: 4.5 stars, 724 reviews 

2. Twilio

G2 rating: 4.2 stars, 467 reviews

Key features

  • Multichannel authentication support: Twilio provides APIs that enable you to send OTPs through SMS, passkeys, WhatsApp, email, voice, and TOTP (authenticator apps like Authy and Google Authenticator), going beyond traditional email and website communication.
  • Fraud monitoring: Twilio uses one API endpoint to validate users and detect fraud. It also lets you customize geo-permissions, rate limits, and other fraud controls. 

Pros 

  • Wide range of additional communication channels available
  • Extensive API for custom integrations and workflow automation
  • Fraud detection and security features to protect customer data
  • Real-time analytics dashboard to monitor and optimize OTP deliveries
  • Global reach with localized number support

Cons

  • Steeper learning curve due to platform complexity
  • Pricing can become expensive as usage scales.

Most suitable forTech-savvy businesses and developers seeking a robust, customizable OTP solution.

3. Authkey.io 

G2 rating: 4.8 stars, 6 reviews  

Key features

  • Multichannel support: Authkey.io supports SMS, email, and voice OTP. 
  • Live analytics: It gives detailed analytics about OTP delivery, failure, and latency reports. 

Pros 

  • Cost-effective solution for businesses on a tight budget
  • User-friendly platform ideal for those new to OTP services
  • API support for straightforward integration
  • Quick and easy setup with minimal configuration required
  • Responsive customer support team

Cons

  • Limited advanced features for complex implementations
  • Somewhat restricted global coverage compared to larger providers

Most suitable forStartups and small to medium businesses looking for an affordable, reliable OTP service with basic features.

4. Exotel

G2 rating: 4.3 stars, 80 reviews

Key features

  • Real-time analytics: Exotel provides real-time analytics and delivery reports, allowing businesses to track the status of each OTP code sent. 
  • Customizable OTP timers and lengths: Exotel allows users to customize the length of the OTPs and set timers for how long an OTP is valid. 

Pros 

  • Simple and intuitive user interface
  • A reporting dashboard with conversational AI 
  • An extensive reach in the Asia-Pacific (APAC) and Southeast Asia (SEA) 
  • High delivery speed for OTPs

Cons

  • Limited global presence 

Most suitable forBusinesses primarily operating in APAC & SEA, as they have an extensive network in this region.

5. SMSCountry

G2 rating: 4.8 stars, 2 reviews  

Key features

  • Quick integration: SMSCountry allows you to send OTPs directly from anywhere with an easily integrable SMS API that supports several applications through SDK, XML, Web, and HTTP-API plug-ins.
  • Compliance and security: The OTP provider is powered by 100+ direct-to-carrier connections in 180+ countries, enabling users to send OTPs internationally. 

Pros 

  • Easy to use and integrate, reducing time to market
  • Supports 180+ countries
  • Cost-effective for businesses mindful of budget constraints
  • Real-time delivery reports for tracking OTP status
  • Dedicated account management and 24/7 customer support

Cons

  • Limited functionality for advanced customization needs
  • Fewer global direct carrier connections may affect delivery in certain regions.
  • No option to add team members from the dashboard

Most suitable for SMBs seeking a reliable, no-frills basic OTP service that's both affordable and easy to implement.

6. MSG91

G2 rating: 3.9 stars, 47 reviews  

Key features

  • Built-in IP security: The OTP service provider comes with in-built IP data security that ensures the flow is halted when an unusual login is attempted to prevent potential fraud activities. 
  • Multichannel support: MSG91 supports multiple channels including SMS, email, Voice, and Whatsapp. 

Pros 

  • Robust APIs for flexible OTP service integration
  • Comprehensive analytics for insights into OTP performance
  • Global coverage ensuring worldwide OTP delivery
  • Advanced data security protocols for customer data protection
  • Scalable pricing model that accommodates growing businesses
  • Exceptional uptime and reliability track record

Cons

  • Pricing transparency could be improved for clearer budget planning.
  • The platform's extensive features present a learning curve.
  • Limited reports—only offers a pre-selected timeframe for accessing reports. 

Most suitable forBusinesses that need multichannel support with other basic functionalities of an OTP provider.

7. TeleSign

G2 rating: 4.5 stars, 4 reviews 

Key features

  • Global coverage: Telesign’s verification API can authenticate customers across 230 countries and over 80 languages. 
  • Dynamic routing: The OTP provider’s API intelligently routes messages using the most effective routing available to provide high-speed delivery. 

Pros 

  • Extensive global network for reliable OTP delivery across different regions
  • Support for a wide range of languages and localizations
  • Developer-friendly APIs and SDKs for easy integration

Cons

  • Inflexible pricing plans with plenty of friction in free trials 
  • Significant delay in receiving OTPs 
  • Lacks accurate number validation 
  • Doesn’t support its entire list of countries and numbers 

Most suitable for Startups and small businesses needing a simple, budget-friendly OTP solution.

How to choose an SMS OTP service provider?

There is a wide range of SMS OTP service providers on the market right now—but how do you decide which one meets your needs best? 

If choosing an OTP provider feels daunting, here are six steps to help: 

Step 1: Determine your OTP requirements and goals

Before diving into the selection process, get clear on your specific needs for an OTP service. Consider things like the data security level of your application, the volume of OTPs you'll need to dispatch, and whether you anticipate significant growth as this will require a scalable solution. 

Step 2: Look at key features

Jot down a list of the must-have and nice-to-have features you need from your OTP provider, like high deliverability rates, speed of OTP delivery, the ability to customize your OTP messages, and authentication flows. 

Step 3: Research the best OTP service providers

Begin your search by compiling a list of potential OTP providers. Read online reviews, testimonials, and case studies to explore each provider's reputation. 

Step 4: Set your OTP provider budget

Seek out pricing plans that offer transparency and don't hide fees in the fine print. Consider how the pricing structure fits your expected volume of OTP messages and whether the provider offers the scalability you need without increasing costs.

Step 5: Check for integration support

Look for providers that offer robust support for integration, including SDKs, APIs, and comprehensive documentation. These tools and resources will significantly smooth the integration process and reduce the time to deployment.

Step 6: Test, analyze, and report on ROI

Once you’ve set up your new OTP system, take measures to determine its return on investment. The goal is to have an efficient tool with a positive ROI. 

The bottom line is that regardless of which OTP service provider you choose, it must deliver on your goals. It should give you complete control and flexibility over how, when, and where you want to send OTPs.  

Get started with Plivo today

Choosing the right SMS OTP service provider involves considering key factors. Start by understanding your business’s needs and goals, listing out specific of your must-have and nice-to-have features like customization, global presence, and customer support. 

Think Plivo might be the perfect OTP SMS service provider for your needs? Find out today with a trial

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Apr 14, 2025
5 mins

Support Agents: Who Are They, and What Do They Do?

Support agents serve as a middle ground between your company and its customers. Let’s see some steps to hire the best and build a functional team.

Needless to say, ​customer support is a vital organ for business success, directly affecting customer satisfaction, loyalty, and revenue. In fact, a study notes that in 2024, poor customer experiences cost organizations worldwide an estimated $3.7 trillion, marking a 19% increase from the previous year.

Customers often switch companies if they don't receive good customer service, regardless of product satisfaction. Conversely, they are often willing to go out of their way to do business with a company that offers better service. 

Support agents for eCommerce companies

Support agents are at the forefront of delivering these sensitive experiences, making their role crucial in fostering customer relationships and driving business growth.​

In this article, we’ll explain who they are, what they do, the essential skills needed to become one, and some steps to build your support team with the best support agents.

Who are support agents (and who are they not)?

A support agent is a trained representative of your company primarily tasked with resolving customers' complaints, answering inquiries, and providing usage guidance on your company’s products and services.

Beyond handling tickets, they also provide emotional support by ensuring customers feel heard, valued, and reassured throughout the interaction. This, in turn, strengthens customer trust and loyalty.

Support agents play a vital role in enhancing customer satisfaction—which indirectly drives ROI through repeat purchases—but they are not sales representatives or marketers. Marketers and sales reps acquire customers and sell. 

On the other hand, support agents retain these customers and boost repeat purchases through efficient assistance.

4 primary responsibilities of a support agent

A support agent's primary responsibilities include serving as the first point of contact, handling queries, providing proactive support, and gathering essential feedback.

1. Serving as a brand's first-line contact

When things go wrong, customers become frustrated and demand to speak with anyone—even the CEO. Your support agents step in to act as the first line of defense, de-escalate situations, and provide solutions professionally. 

They also represent your brand through every empathic response, ensuring customers leave with a positive experience and a lasting impression of excellent service.

2. Handling customer inquiries

Customer support agents handle all customer inquiries. Depending on the technicality of the query, they might sometimes involve a specialist or higher executive. 

For instance, if a customer has a dispute over billing that involves policy exceptions, your agent might need to coordinate with or escalate to a higher executive for approval.

3. Providing proactive support

Support agents detect customer needs ahead of time and promptly contact them even before they log a complaint. This helps reduce inbound tickets and boosts customer satisfaction. 

As an omnichannel customer support platform, Plivo CX’s proactive service enables your support team to provide a more refined and automated proactive support.

Image showing Plivo CX's proactive service tool
Reduce inbound tickets by proactively addressing customers’ needs

4. Gathering feedback to optimize product offerings and marketing

Your support agents are the most valuable source of feedback since they interact with customers daily. They can help you gather recurring concerns, pain points, and suggestions that drive meaningful product improvements. 

Plivo CX’s metrics tool automates this feedback collection process and ensures your agents focus on core tasks instead.

Image showing Plivo CX's Metrics and Reporting tool
Automate CSAT feedback collection to optimize product offerings

Essential soft skills of a good support agent

Being a support agent involves not only resolving queries but also understanding and communicating with customers on a personal level. This is why certain soft skills, beyond technical competency, are essential when recruiting one.

Active listening and empathy

Active listening involves paying close attention to every word and emotion communicated rather than focusing solely on the problem. 

Unsurprisingly, active listeners excel at expressing empathy since they’re more likely to understand how customers feel better. This deeper connection allows them to communicate effectively, provide reassurance, and de-escalate tense situations.

Good communication skills

A good support agent must convey their points concisely while considering the appropriate tone. 

They know when to avoid passive-aggressive words such as “actually, ought to,” colloquialisms, and slang to maintain clarity.

Comparison between negative and positive communication tone
Good support agents adopt a positive communication tone to address customer complaints

Adaptability

Different customers present with different complaints, personalities, and communication styles. Some are patient and easy to communicate with, whereas some are aggressive and impatient. 

So, a one-size-fits-all approach won’t work, and that’s why an ideal support agent must be able to adapt to each high and low while maintaining efficient support delivery.

Problem-solving skills

Customer support playbooks are valuable, but not every customer complaint will fit neatly into predefined solutions. Situations like this require your support agent to think outside the box while staying within your company’s guardrails. 

A good support agent must be able to devise quick solutions to new problems and escalate as soon as possible when necessary.

6 steps to hire the right support agent and build a functional support team

Your support team can either make or mar your business. Hiring the right agent and building a functional team is, therefore, essential. Let’s see how to do that.

1. Define your staffing needs and ideal agent

You can figure out how many support agents to hire based on your historical ticket volume, scale of business expansion, and anticipated growth in the next quarters. This ensures you don’t over-hire and bloat your expenses or under-hire and cripple your support delivery. 

Plivo CX’s reporting and metrics tool provides a comprehensive ticket summary, which helps you determine your historical ticket volume.

Image showing Plivo CX's Metrics and Reporting tool
Use your historical ticket volume to determine staffing needs

Simultaneously, you need to define who your ideal agent is—that is, the skills they should preferably possess, availability, technical proficiency, lingual capacities, and experience. You can diversify your recruitment process if you’re catering to multilingual audiences.

Once you’ve identified your staffing needs and ideal candidate profile, you can post your job listing on your company’s career page and on popular job boards like LinkedIn to attract qualified applicants.

2. Prioritize agents with empathy and problem-solving skills

You need a team of agents who can dialogue with different kinds of customers, resonate with them emotionally, and make them feel heard while providing adequate support. That’s why you should prioritize agents with empathy.

Also, look for agents with strong problem-solving skills—someone who can think quickly on their feet and provide solutions to out-of-the-script problems.

Tools like TestGorilla and Testify help you assess your applicant’s skills and ability to address different scenarios. For a more tailored assessment, present candidates with real scenarios or past customer complaints from your database and ask them to resolve the issue.

3. Test for relevant technical competency

Technical competency is your support agent’s ability to resolve customers’ technical queries. This could include troubleshooting software issues and providing answers to product-specific technical queries.

Usually, your agents don’t need to be tech geeks or specialists for L1 tickets. An entry-level customer support agent with the necessary soft skills can do a great job here.

However, it’s a different ball game for agents managing L2 and L3 tickets. They should have the necessary expertise to manage complex and product-related technical issues like specialists. 

This primarily hinges on their hard skills portfolio, which you need to consider when hiring. Provide real-world scenarios to assess these skills and ensure they genuinely have what it takes to be your ideal agents.

4. Provide comprehensive agent training

From the onboarding stage, you need to identify the gaps in your hires’ competencies and design individualized or group training to boost their efficiency. Training can include soft skills, lingual capacity, and upskilling hard skills for more proficiency.

Agent training is not a one-time process. Plivo CX’s coaching tools help your agents leverage past interactions with customers to continuously refine their delivery—how to respond or handle similar situations when they arise again.

Image showing Plivo CX's coaching tools
Provide continuous training with Plivo CX’s coaching tools

5. Equip your support agents with AI-powered tools

Gartner notes that more than 80% are either using or planning to integrate AI-powered chatbots in 2025. Advanced chatbots are essential because they can handle the majority of L1 tickets, thus freeing up your agents to do other complex tasks.

An example is Plivo CX’s openAI-powered AI chatbot, which can leverage your database in real time to make decisions, autonomously handle refund requests, modify orders, and make personalized recommendations.

Image showing Plivo CX's AI chatbot in action
Enhance customer support with AI-driven multilingual chatbots

Your team also needs an omnichannel platform that centralizes all communication channels into a single dashboard. This allows agents to access everything they need without constantly switching tabs, ultimately improving response time and efficiency.

An example is Plivo CX’s unified agent desktop designed to eliminate data silos, unify all incoming customer requests, and integrate with homegrown systems, CRM, ERP, helpdesk, and more.

Image showing Plivo CX's UAD in action
Centralize customer support with unified agent desktop

6. Establish KPIs and reasonable expectations

Establish KPIs, such as first response time, average resolution time, and first contact resolution, to assess the efficiency and effectiveness of your support agents. 

Customer Satisfaction Scores (CSATs) will help determine whether customers are getting the help they need and how they need it.

Plivo CX’s agent metrics and reporting tool enables you to monitor and measure your support agent’s performance while exposing gaps that need filling.

Image showing Plivo CX's Metrics and Reporting tool in action
Monitor and measure agent’s performance to identify areas for improvement

You also need to set individualized, SMART expectations and goals for your support agents. Ensure each agent does not handle more tickets—whether in quantity or complexity—than they can. This will reduce the incidence of customer service burnout and enhance the quality of your support delivery.

Scale your customer support operations with Plivo CX

Hiring the right support agent is just one part of building a functional customer support team. You also need to provide them with the right tools to enhance their efficiency and effectiveness.

That’s where Plivo CX comes in. 

As an omnichannel platform designed to streamline support delivery, Plivo CX offers a unified agent desktop to centralize your support channels, multilingual AI-powered voice support, and OpenAI-powered chatbots to slash your ticket queue.

We also offer: 

  • Seamless integrations: Connect Plivo CX with your existing tools, including CRM, ERP, helpdesk, and more.
  • Data-driven optimization: Track real-time analytics and generate custom reports to gain insights into customer interactions and agent performance.
  • AI-enhanced efficiency: Prioritize urgent tickets, ensure brand consistency, and adapt quickly to changes with AI-powered support.
  • Rich communication: Enhance interactions with multimedia support, including images, videos, and documents.
  • Increased productivity: Streamline workflows with message templates, internal notes, and skills-based routing.
  • Comprehensive features: Leverage call recording, IVR, multi-language support, and robust security features for a complete solution.

Book a demo today and start building a world-class support team with Plivo CX.

Apr 3, 2025
5 mins

The Power of Multilingual Customer Support: 7 Must-Know Strategies

Multilingual customer support enhances user experience and expands global reach. Let’s explore its benefits and best practices for implementation.

It’s ten minutes past 2 pm. A new high-value customer submits a technical complaint—but, in Spanish. The problem? None of your service reps speak Spanish. 

Now, you have only two options.

First, you say, “Thank you for reaching out. We currently accept queries only in English. Please resend your message in English so we can assist you. Thank you for your understanding!

Or, you scramble from Google’s translator to other free versions of online interpreters, which might give you an inaccurate response. 

Whichever you choose, your customer will likely not find it encouraging. Your inability to efficiently serve customers in their native language passes a message; that they’re not a valued part of your brand. 

According to Hyken’s report, 65% of consumers want to be treated valuably. Failure to deliver this expectation results in a poor support experience, increased churn rates, and a negative brand reputation.

To avoid such outcomes, you need to implement multilingual customer support, and this article will show you how to do that.

What is multilingual customer support?

Multilingual customer support is the ability to provide consistent, high-quality assistance in multiple languages to your customers while accounting for geographical, cultural, and contextual differences that influence communication.

As your business scales, there is also an increasing need to serve a diverse market audience. This mandates your support team to be capable of sustaining interactions with individuals of different languages outside your native business borders.

Even within your business borders, you’re bound to interact with customers of different linguistic needs. According to the United States Census record, the number of residents who utilize other languages besides English has nearly tripled in the last decade. 

So, you must be ready to cater to this diversity once necessary.

Benefits of multilingual customer support

Multilingual support increases customer satisfaction, boosts retention, and ensures you can tap into diverse markets for more opportunities. Here’s how it does that:

Improved customer satisfaction

According to Unbabel’s 2021 multilingual CX report, one in three global consumers cite a lack of multilingual support as their top concern in localized customer experience. 

Uni- or bilingual provisions lead to frustration since your customers can’t express themselves the way they want, and this culminates in a bad customer experience. 

On the other hand, providing multilingual support can enhance customer satisfaction and boost your customers’ LTV. This explains why 64% say they will pay more for a service or product if the brand offers a multilingual support service.

Higher customer retention

57% of global consumers see it as a bias when a brand fails to offer multilingual support. Two in three will also switch to another brand if their current brand does not offer broader language support.

But what happens if you fill up this communication gap? 73% of respondents in Unbabel’s survey say they will remain loyal. 

This means multilingual provisions can help you retain your existing customers and also gain an edge over your competitors in attracting new ones. 

Interestingly, 40% of consumers will likely overlook poor customer service many times if it is offered in their native language. This gives you enough time to address issues plaguing your support delivery before customers bounce.

Broader reach and competitive advantage

Scaling your business often requires crossing borders and serving new audiences. Multilingual support ensures you can easily resolve the issues coming up in these regions, eliminate communication barriers, and rapidly build a robust brand reputation.

Also, multilingual support can serve as the spearhead of your competitive advantage in new markets. That’s because your potential customers will likely choose you over competitors who do not offer multilingual support, all things being equal. So, you can make it a focus of your marketing strategy.

7 must-know strategies to implement multilingual support

One in four consumers say they will not spend more than $500 on brands offering limited language support. You can avoid this by implementing a sturdy multilingual support system. 

Let’s go through how you can do that. 

1. Be upfront about your available language options

First, inform your customers and audience about your current capacity. Include the languages you support on your website, applications, social media profiles, and customer support pages. 

Image showing OpenPlanet’s response to a customer query
Be upfront with the languages you support

This helps to manage customer expectations and reduce frustrations pending the time you make provisions for multiple languages.

2. Embrace diversity in recruitment

The most direct approach to creating a multilingual support system is to recruit multilingual customer service reps. These reps are especially crucial for managing L2 and L3 tiers of requests that AI might not be able to handle.

Ensure you have at least one native or non-native representative for each region you serve. You can also organize language training for your existing service reps instead of overhauling the entire team. 

This reduces your employee acquisition cost and helps you work with people already in tandem with your support operations.

3. Use AI chatbots to provide multilingual support

Advanced AI chatbots use ML and NLP to analyze user inputs such as complaints and provide appropriate responses while leveraging customer data. This is like having an inbuilt translation system, making them a good fit for handling multilingual L1 requests regardless of the language.

As an omnichannel platform designed to scale your support team, Plivo CX offers an OpenAI-powered chatbot capable of handling multilingual tickets and addressing your customers in the language they choose.

Image showing Plivo CX's AI chatbot in action
Enhance customer support with AI-driven multilingual chatbots

4. Integrate multilingual voice support 

According to a 2024 report from Statista, 54% of customers prefer to resolve issues via phone calls over other digital channels and email. To cater to this group, you need to integrate multilingual voice support technology.

An example is Plivo CX’s voice software, which prompts your customers to choose their preferred language from over 27 supported languages right on the call.

With an integrated programmable IVR, your callers can self-select options for quicker routing, shorter wait times, and faster resolution.

Image showing Plivo CX's voice software
Eliminate communication barrier with multilingual voice support

5. Offer language preferences in self-service options

Self-service options include FAQs, knowledge bases, chatbots, AI-powered virtual assistants, and community forums. Your customers must be able to choose their preferred language of interaction on all of these platforms in order to cater to their needs.

Additionally, ensure that automated responses, IVR systems, and in-app customer support are available in multiple languages.

 Image showing Plivo CX's IVR software in action
Offer language preferences on voice IVRs

6. Train support agents in cultural sensitivity

Multilingual support should cater to lingua-cultural nuances that affect communication. Otherwise, you risk irking your customers. 

For instance, there are certain words or expressions that might be normal in American English but seen as aggressive in British English.

One example is the word “sure.” To an American, it’s simply a means of acknowledgment. But it could come off as passive-aggressive to a non-American. 

Train your support reps to understand these nuances and avoid them when speaking with individuals of different cultural backgrounds.

7. Localize knowledge base and FAQs  

Language location refers to adapting your website content to a visitor’s regional language based on factors like their browser settings, IP address, or geographical location. 

o do this, you first need to translate your knowledge base and FAQs into the different languages you support. You can do this manually or with AI. Then let your web development team handle the transitioning.

This method spares customers the hassle of manually selecting their preferred language. However, you should still offer a visible option on your support pages for them to adjust language preferences if needed.

Deliver modern multilingual support with Plivo CX

Language differences stifle quality support delivery and effective communication. 

To help you, Plivo CX offers a multilingual omnichannel support system through its Unified Agent Desktop, OpenAI-powered agentic chatbot, and inclusive voice support to help you overcome these challenges.

We also offer: 

  • Seamless integrations: Connect Plivo CX with your existing tools, including CRM, ERP, helpdesk, and more.
  • Data-driven optimization: Track real-time analytics and generate custom reports to gain insights into customer interactions and agent performance.
  • AI-enhanced efficiency: Prioritize urgent tickets, ensure brand consistency, and adapt quickly to changes with AI-powered support.
  • Rich communication: Enhance interactions with multimedia support, including images, videos, and documents.
  • Increased productivity: Streamline workflows with message templates, internal notes, and skills-based routing.
  • Comprehensive features: Leverage call recording, IVR, multi-language support, and robust security features for a complete solution.

Book a demo now!

Apr 3, 2025
5 mins

SMS Lead Generation: Everything You Need to Get Started

Struggling with SMS lead generation? Learn how Plivo CX's AI-powered SMS marketing helps e-commerce brands drive conversions, automate campaigns & boost ROI.

Let’s be real—getting leads isn’t the problem. Getting them to engage? That’s the real challenge. You can have the best offer, but if your message is not seen, it won’t get results.

The good news is that SMS is breaking through the noise. In fact, 76.2% of consumers say SMS is more effective at generating actions that lead to a purchase than email.

Why? Because texts land directly in your customer’s hands—no spam filters, no distractions, just instant, personal communication.

SMS lead generation is quickly becoming a cornerstone of modern marketing. In this article, we’ll dive into why SMS lead generation is rapidly becoming a must-have for businesses looking to engage, convert, and grow their customer base.

Why SMS is an effective lead generation tool

SMS marketing is a powerful tool for lead generation. It helps businesses build and nurture a qualified audience directly through SMS. Here are some key advantages that make SMS so effective for lead generation: 

High open rates & immediate attention

Text messages are almost always read – often within minutes. Studies confirm SMS open rates around 98%, higher than email​. The immediate visibility means your lead-gen offers (coupons, event invites, etc.) get seen right away, capturing customer attention in real time.

💡 Pro tip: Time your SMS campaigns strategically—sending messages when customers are most active can increase engagement and conversions.

Direct & personal communication

SMS creates a direct and personal connection between brands and potential customers. With the ability to personalize messages based on customer preferences, past interactions, or purchase history, SMS helps brands build stronger relationships and trust. 

Example: "Hi [Name], your favorite moisturizer is back in stock! Shop now before it’s gone: [link]."

💡Pro tip: Use first names, purchase history, or location-based offers to make SMS messages feel even more relevant and personal. 

Real-time engagement 

SMS enables businesses to engage with customers instantly. This makes SMS a preferred medium for promotions, updates, and limited-time offers. It allows for two-way conversations, where businesses can answer questions and send timely reminders when a lead is most interested. 

💡 Pro tip: Use SMS for flash sales or time-sensitive deals—customers are more likely to act quickly when they receive an offer with a clear deadline.

Cost-effective marketing

SMS campaigns are a cost-effective way to engage potential customers and increase sales. With message costs ranging from $0.015 to $0.050 per SMS, businesses can reach large audiences without significant money spent. 

Despite the low cost, SMS generates high response rates and a strong return on investment, making it an excellent text message lead generation tool for lead nurturing, promotions, and customer retention. For budget-conscious marketers, SMS offers maximum impact with minimal expense.

Example 1: A boutique clothing store replaces printed discount flyers with SMS promo codes, saving on printing costs while directly reaching active shoppers.

Example 2: Instead of investing in costly retargeting ads, a home décor brand uses SMS flash sale alerts to attract customers for exclusive discounts and limited-time offers

Automation & scalability 

With SMS automation, businesses can send messages to thousands of customers efficiently. Automated workflows allow brands to set up welcome messages, abandoned cart reminders, or follow-ups without manual effort. 

Whether you’re targeting a small segment or a nationwide audience, SMS can scale to meet your needs​

💡 Pro tip: Set up an automated drip campaign to send SMS messages over time. This helps to guide potential customers toward a purchase.

Together, these advantages explain why more businesses are leveraging SMS for lead generation. 

Proven SMS techniques for lead generation

You know SMS works—but how do you use it to drive more leads? Here are some tested strategies that top brands rely on to turn texts into conversions.

Offer exclusive content or discounts

People love getting something extra, especially when it feels exclusive. By offering discounts, special deals, or early access to new products via SMS, you create an immediate incentive for customers to respond.

Make sure your offer is time-sensitive to create urgency, which further motivates recipients to act quickly. Phrases like “For you only,” or “Exclusive offer just for our subscribers” can make recipients feel valued and increase the chances of conversion.

Image showing an SMS message offering an exclusive discount with a limited-time offer.
Source

Create compelling CTAs for immediate action 

Create your SMS messages with a clear, strong call-to-action (CTA) that urges instant response. Since texts are typically read quickly and have a character limit, use that brief moment to spark action.

Pro tip: Use action-oriented language like “Claim your offer now,” “Get started today,” or “Shop while stocks last” to prompt immediate responses.

SMS message with a strong call-to-action prompting immediate action.
Source

Lead generation through SMS thrives when your CTA is clear, direct, and compels the recipient to act fast.

Use opt-in keywords and shortcodes 

Simplify the process of joining your SMS list through keywords and shortcodes. For instance, you might advert JOIN to 12345 for updates. This text-to-subscribe approach makes opt-ins instant. A customer sends a one-word text and is automatically added to your campaign. 

Example:

A fitness apparel brand wants to grow its SMS list. They advertise:
“Text FIT to 56789 for 15% off your first order and exclusive updates!”

By texting “FIT” to 56789, customers are instantly added to the SMS list. This quick, frictionless opt-in process allows leads to sign up easily with just one text.

Pro tip: Make sure to choose an easy-to-remember keyword related to your campaign (e.g., text SALE, VIP, DEMO, etc.).

Segment your audience for targeted campaigns

One-size-fits-all messaging yields mediocre results. Instead, segment your SMS leads based on factors like demographics, purchasing behavior, and engagement history.

Example:

An online clothing store wants to send targeted offers. They segment their audience into two groups: frequent shoppers and seasonal browsers.

  • Frequent shoppers: Receive exclusive offers like “Thanks for being a loyal customer! Enjoy 25% off your next order.”
  • Seasonal browsers: Receive a message like “Welcome back! Get 15% off your next purchase, just for you.”

Businesses that segment their SMS campaigns see higher conversion because the messaging is more personalized and on-point​. 

Utilize SMS automation for timely follow-ups 

Don’t rely on manual texting, set up automated SMS workflows that send follow-up messages, reminders, or abandoned cart notifications. These automated texts can remind customers about products they’ve left behind, share additional offers, or provide updates on the status of their orders. 

SMS automation ensures no customer is left unattended and helps move prospects down the funnel with well-timed nudges.

Example:

An online home goods store uses SMS automation to follow up with leads.

  • Welcome message: As soon as a customer subscribes, they receive an immediate “Welcome! Get 10% off your first order. Shop now!”
  • Follow-up offer: If the customer hasn’t made a purchase within two days, they receive a reminder: “Still thinking it over? Here’s 15% off your first order!”

By implementing these techniques, you can steadily grow your list of SMS leads and keep them actively engaged. 

Best practices for SMS lead generation

While SMS is powerful, success largely depends on how you use it. Here are some best practices to ensure your SMS lead generation campaigns are effective and well-received:

Personalize and be relevant 

Treat SMS leads like individuals, not numbers on a list. Use personalization wherever possible—greet recipients by name and tailor messages to their interests or past interactions. 

For example, if you know a customer’s preferred product category, mention it. Personalization shows that your texts are for them, which improves response rates. 

In this SMS (image below), they address the customer by name (Elizabeth) and highlight their status as a “Platinum Comfort Crew member.” Personal touches like this make the recipient feel special and valued.

Screenshot showing a personalized SMS, offering first access to a sale.
Source

Optimal timing and frequency 

A staggering 90% of consumers respond to a text within 30 minutes, which underscores the importance of reaching your audience at the right moment. 

To maximize engagement, aim to send texts between 10 AM and 8 PM, avoiding early mornings before 8 AM, late evenings after 9 PM, Mondays, and rush hours. Mid-afternoon often works best. 

When it comes to frequency, it’s all about balance. Nearly 60% of smartphone users opt out of a brand’s messages when they feel overwhelmed by too many updates. 

Pro tip: Space out your messages and keep them meaningful—aim for one or two valuable texts per week to avoid overwhelming your audience and maintain engagement.

Keep messages concise and clear 

SMS has a character limit, which means you must communicate your message clearly and concisely. Your text should get to the point quickly, without any unnecessary fluff. 

Focus on one core message in each SMS, whether it's an offer, update, or reminder. Use short, direct language, and avoid long sentences or paragraphs.

Screenshot showing a clear SMS with a direct call to action
Source

For example, instead of saying, “We have a new collection of products that we think you might like, and it’s available on our website,” say, “New collection just dropped! Shop now and get 10% off!”

If more detail is needed, include a link to a mobile-friendly landing page for the lead to learn more. 

Track and analyze performance 

Treat SMS campaigns like any other marketing effort – track the results and adjust the strategy accordingly. Monitor key metrics such as open rate, click-through rate, response rate, and conversion rate. 

Also, pay attention to unsubscribe rates after each SMS campaign. Analyzing these data points will tell you what’s working and what isn’t. You can experiment with A/B testing for different CTAs, message lengths, or timing to see what drives the best results

For instance, you may find that messages sent on Friday evenings receive higher engagement or that one offer generates more conversions than another. Use this insight to refine your approach, perhaps adjusting send times, wording, or segment targeting. 

The role of SMS marketing automation in lead generation

Automation simplifies lead generation by handling manual tasks, ensuring no lead slips through the cracks. With SMS marketing automation, businesses can send the right message to the right lead at the right time—without manual effort for each interaction. This makes capturing and nurturing leads easier, faster, and more efficient.

Here’s why SMS automation is so important and how it works:

Key benefits of SMS marketing automation

Instant follow-ups: Automatically send a welcome message as soon as a lead opts in, keeping them engaged from the start.

Personalized offers: Use customer data to send relevant offers, product recommendations, and reminders tailored to their interests.

Higher conversion rates: Schedule automated follow-ups to nurture leads, recover abandoned carts, or re-engage inactive customers.

Timely touchpoints: Ensure leads receive timely updates, promotions, and reminders without manual effort.

Scalable communication: With the right SMS lead generation tool, you can manage high volumes of leads with automated workflows. This frees up your team while maintaining consistent outreach.

As a robust omnichannel customer engagement tool, Plivo CX checks all the boxes for a reliable and efficient SMS lead generation platform. 

With its user-friendly interface and powerful analytics tools, Plivo CX optimizes your SMS marketing for maximum impact and streamlines your lead generation and conversion process with automation.

As a testament to its efficiency, Deckers Brands found Plivo's queuing system to be a game-changer. Jacob Martine, project manager at Deckers Brands, states, 

"With fewer worries about rate limits and batch sizes, our developers face less burden. If we need to send 50,000 messages, we simply send them all—Plivo handles the rest, delivering without us worrying about the process."

Drive more leads with SMS marketing powered by Plivo CX

E-commerce managers face a tough challenge—reaching customers at the right time is harder than ever. Manual campaign management takes too long, and generic messages don’t drive conversions. Without automation and personalization, it’s easy to miss opportunities to connect with potential buyers

Plivo CX is an all-in-one customer engagement platform designed to maximize SMS lead generation results. It brings together real-time delivery, intelligent automation, and data-driven insights so businesses can capture and convert more leads via SMS. 

Here’s how Plivo CX can get more leads by elevating your SMS marketing:

  • Powerful audience targeting: Build highly focused campaigns by syncing your e-commerce platform data or importing contacts. With the Audiences feature, segment audiences based on purchase behavior, engagement data, and demographics to send highly personalized SMS campaigns.
Image showing Plivo CX’s customer segmentation dashboard
Target customers with precision using Plivo CX’s advanced segmentation tools.
  • Multi-channel engagement:  Connect with your customers on their preferred channels—whether it's SMS, MMS, or Email. This increases the chances of meaningful interactions and conversions.
  • AI-powered SMS personalization: Use the Copywriter AI to generate compelling, data-driven SMS messages instantly. Fine-tune your messages to resonate with your audience instantly.
 Image showing AI-generated SMS message template.
Create high-impact personalized SMS with AI-powered suggestions.
  • Send messages at the ideal time: Automate and schedule messages to align with optimal timings across different time zones, ensuring they reach customers when they are most likely to engage, maximizing impact.
Image displaying an SMS at different times.
Automate and schedule SMS to deliver across different time zones.
  • E-commerce integrations: Effortlessly connect with e-commerce platforms like Shopify, WooCommerce, BigCommerce, and Magento to personalize and send SMS directly from your e-commerce platforms.
  • Track conversions & optimize ROI: Gain valuable insights into what resonates with your audience and continuously optimize your campaigns for maximum ROI. 
Image showing campaign performance dashboard with tracking metrics.
Track campaign performance and optimize for better ROI.

With Plivo CX’s robust global messaging network covering 220+ countries, businesses can scale their SMS marketing effortlessly, reducing costs by up to 70% while tripling ROI.

Plivo CX users generate an average of $71 for every $1 spent, making it a must-have for data-driven, high-impact SMS campaigns.

Don’t let missed opportunities hold your business back—start driving more leads and conversions today with Plivo CX. 

Schedule a free demo now!

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Nov 25, 2021
5 mins

How to Easily Migrate Your PHP Voice Application from Twilio to Plivo

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

PHP SDK
Voice API
Migration

Migrating from Twilio to Plivo is a seamless and painless process. The two companies’ API structures, implementation mechanisms, XML structure, SMS message processing, and voice call processing are similar. We wrote this technical comparison between Twilio and Plivo APIs so that you can scope the code changes for a seamless migration.

Understanding the differences between Twilio and Plivo development

Most of the APIs and features that are available on Twilio are also available on Plivo and the implementation mechanism is easier as the steps involved are almost identical. This table gives a side-side comparison of the two companies’ features and APIs. An added advantage with Plivo is that not only can you code using the old familiar API/XML method, you can also implement your use cases using PHLO (Plivo High Level Objects), a visual workflow builder that lets you create workflows by dragging and dropping components onto a canvas — no coding required.

Features and APIs Twilio Plivo Similarities Implementation Interface
Voice API: Make phone calls Request and response variables’ structure API
PHLO
Programmatically manage call flows Twiml Plivo XML XML element and its attributes structure XML
PHLO
Geo Permissions Feature parity Console
Number Lookup API API Parity API
Phone number management Feature parity API
Console
Call Insights Feature parity Console
Validating Requests Feature parity API
XML
Subaccounts Feature parity API
Speech recognition Feature parity XML
SSML (Speech Synthesis Markup Language) Feature parity XML
PHLO
Browser and Mobile SDKs Feature parity Browser
Android
iOS
Transcription Feature parity API
XML
PHLO
Custom SIP Headers Feature parity API
XML
PHLO
Browser SDK
Mobile SDKs
HTTP callbacks Feature parity API
XML
PHLO

Plivo account creation

Start by signing up for a free trial account that you can use to experiment with and learn about our services. The free trial account comes with free credits, and you can add more as you go along. You can also add a phone number to your account to start testing the full range of our voice and SMS features. A page in our support portal walks you through the signup process.

You can also port your numbers from Twilio to Plivo, as we explain in this guide.

Migrating your Voice application

As mentioned earlier, you can migrate your existing application from Twilio to Plivo by refactoring the code, or you can try our intuitive visual workflow builder PHLO. If you prefer the API approach, you can follow one of the voice quickstart guides based on your preferred language and web framework. Plivo offers server SDKs in seven languages: PHP, Node.js, .NET, Java, Python, Ruby, and Go. For another alternative that lets you evaluate Plivo’s SMS APIs and their request and response structure, use our Postman collections.

How to make an outbound call

Let’s take a look at the process of refactoring the code to migrate your app from Twilio to Plivo to set up a simple PHP application to make an outbound call by changing just a few lines of code.

Twilio Plivo
<?php
require_once '/path/to/vendor/autoload.php';
use Twilio\Rest\Client;
$sid = getenv("TWILIO_ACCOUNT_SID");
$token = getenv("TWILIO_AUTH_TOKEN");
$twilio = new Client($sid, $token);
$call = $twilio->calls->create(
   "+14155551212", // to
   "+15017122661", // from
  ["url" => "http://demo.twilio.com/docs
/classic.mp3"]);
print ($call->sid);
<?php
require 'vendor/autoload.php';
use Plivo\RestClient;
$authId = getenv("PLIVO_AUTH_ID");
$authToken = getenv("PLIVO_AUTH_TOKEN");
$client = new RestClient($authId, $authToken);
$response = $client->calls->create(
   '<caller_id>', 
   ['<destination_number>'], 
   'https://s3.amazonaws.com
/static.plivo.com/answer.xml',
   );
print_r($response);

Alternatively, you can implement the same functionality using one of our PHLO templates. For example, if you want to make an outbound call, your PHLO would be this:

Create a PHLO for outbound calls

How to receive an incoming call

You can migrate an application for receiving and handling an incoming call from Twilio to Plivo just as seamlessly, as in this example:

Twilio Plivo
<?php
require_once '/path/to/vendor/autoload.php';
use Twilio\TwiML\VoiceResponse;

$response = new VoiceResponse;
$response->say(
"Hello, you just received your first call", array(
    'voice' => 'alice'
));
print $response;
<?php
require '../vendor/autoload.php';
use Plivo\XML\Response;

$response = new Response();
$speak_body =
"Hello, you just received your first call";
$response->addSpeak($speak_body);

Header('Content-type: text/xml');
echo ($response->toXML());
?>

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

Create a PHLO to receive incoming call

For more information about migrating your Voice applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

How to forward an incoming call

You can migrate an application for forwarding an incoming call from Twilio to Plivo just as seamlessly, as in this example:

Twilio Plivo
<?php
namespace App\Http\Controllers;
use Illuminate\Http\Request;
use Twilio\TwiML\VoiceResponse;
class VoiceController extends Controller
{
    public function forwardCall()
    {
        $response = new VoiceResponse();
        $response->dial('415-555-4567');
        $response->say('Goodbye');
        Header('Content-type: text/xml');
        echo $response;
    }
}
<?php
namespace App\Http\Controllers;
require '../../vendor/autoload.php';
use Plivo\XML\Response;
use Illuminate\Http\Request;
class VoiceController extends Controller
{
    public function forwardCall()
    {
        $response = new Response();
        $dial = $response->addDial();
        $dial->addNumber("14155554567");
        Header('Content-type: text/xml');
        echo $response->toXML();
    }
}

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

Create a PHLO to receive incoming call

For more information about migrating your Voice applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

More use cases

You can migrate your applications serving various other use cases too.

Simple and reliable

And that’s all there is to migrate your PHP Voice app from Twilio to Plivo either using Plivo’s PHP SDK or PHLO. Our simple APIs work in tandem with our Premium Communications Network. See for yourself — sign up for a free trial account.

Nov 24, 2021
5 mins

How to Migrate Your PHP SMS Application from Twilio to Plivo

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

PHP SDK
SMS API
Migration

Migrating your PHP SMS app from Twilio to Plivo is a seamless and painless process. The two companies’ API structures, implementation mechanisms, XML structure, SMS message processing, and voice call processing are similar. We wrote this technical comparison so that you can scope between Twilio and Plivo APIs for a seamless migration.

Understanding the differences between Twilio and Plivo development

Most of the APIs and features that are available on Twilio are also available on Plivo and the implementation mechanism is easier as the steps involved are almost identical. This table gives a side-side comparison of the two companies’ features and APIs. An added advantage with Plivo is that not only can you code using the old familiar API/XML method, you can also implement your use cases using PHLO (Plivo High Level Objects), a visual workflow builder that lets you create workflows by dragging and dropping components onto a canvas — no coding required.

Features and APIs Twilio Plivo Similarities Implementation Interface
SMS API: Send SMS/MMS messages Request and response variables’ structure API
PHLO
Managed number pool for US/CA Messaging Copilot Powerpack Feature parity API
Console
Geo Permissions Feature parity Console
SMS Sender ID registration Feature parity Console
Number Lookup API API Parity API
Phone number management Feature parity API
Console
Validating Requests Feature parity API
XML
Subaccounts Feature parity API
HTTP callbacks Feature parity API
XML
PHLO

Plivo offers one unique advantage: Not only can you code using APIs and XML, you can also implement your use cases using PHLO (Plivo High Level Objects), a visual workflow builder that lets you create workflows by dragging and dropping components onto a canvas — no coding required.

Plivo account creation

Start by signing up for a free trial account that you can use to experiment with and learn about our services. The free trial account comes with free credits, and you can add more as you go along. You can also add a phone number to your account to start testing the full range of our voice and SMS features. A page in our support portal walks you through the signup process.

You can also port your numbers from Twilio to Plivo, as we explain in this guide.

Migrating your PHP SMS application

You can migrate your existing application from Twilio to Plivo by refactoring the code, or you can try our intuitive visual workflow builder PHLO. To continue working with the APIs, use one of the quickstart guides to set up a development environment for your preferred language. Plivo offers server SDKs in seven languages: PHP, Node.js, .NET, Java, Python, Ruby, and Go. For another alternative that lets you evaluate Plivo’s SMS APIs and their request and response structure, use our Postman collections.

How to send an SMS message

Let’s take a look at the process of refactoring the code to migrate your app from Twilio to Plivo to set up a simple PHP application to send an SMS message by changing just a few lines of code.

Twilio Plivo
<?php
require __DIR__ . '/vendor/autoload.php';
use Twilio\Rest\Client;
$account_sid =
getenv('TWILIO_ACCOUNT_SID');
$auth_token =
getenv('TWILIO_AUTH_TOKEN');
$twilio_number = "<destination_number>";
$client = new Client($account_sid, $auth_token);
$client->messages->create( 
    '<source_number>' , 
    array(
    'from' => $twilio_number,
    'body' => 'Hello'
));
                  
<?php
require 'vendor/autoload.php';
use Plivo\RestClient;
$authId = getenv('PLIVO_AUTH_ID');
$authToken = getenv('PLIVO_AUTH_TOKEN');
$client = new RestClient($authId, $authToken);
$response = $client->messages->create(
        [
            "src" => "<source_number>", 
            "dst" => "<destination_number>", 
            "text" => "Hello", 
        ]);
print_r($response);
?>
            

Alternatively, you can implement the same functionality using one of our PHLO templates. For example, if you want to send an SMS message, your PHLO would be this:

Create PHLO for outbound SMS

How to receive and reply to SMS

You can migrate an application for receiving and replying to an incoming SMS from Twilio to Plivo just as seamlessly, as in this example:

Twilio Plivo
<?php
require_once "vendor/autoload.php";
use Twilio\TwiML\MessagingResponse;
header("content-type: text/xml");
$response = new MessagingResponse();
$response->message("Hello");
echo $response;
            
<?php
namespace App\Http\Controllers;
require '../../vendor/autoload.php';
use Plivo\RestClient;
use Plivo\XML\Response;
use Illuminate\Http\Request;
class SMSController extends Controller
{
    public function forwardsms()
    {
        $number = $_POST["From"];
        $to = $_POST["To"];
        $text = $_POST["Text"];
        $response = new Response();
        $params = array(
            'src' => <to_number> ,
            'dst' => <from_number> ,
        );
        $message_body = "Hello";
        $response->addMessage($message_body, 
        $params);
        Header('Content-type: text/xml');
        return $response->toXML();
    }
}
            

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

With Dynamic Payload

For more information about migrating your SMS applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

How to send an MMS message

Let’s take a look at the process of refactoring the code to migrate your app from Twilio to Plivo to set up a simple PHP application to send an MMS message by changing just a few lines of code.

Twilio Plivo
<?php 
require_once '/path/to/vendor/autoload.php';
use Twilio\Rest\Client;
$sid = getenv("TWILIO_ACCOUNT_SID");
$token = getenv("TWILIO_AUTH_TOKEN");
$twilio = new Client($sid, $token);
$message = $twilio->messages->create(
    "<destination_number>", 
        [
            "body" => "Hello",
            "from" => "<source_number>", 
            "mediaUrl" => ["https://c1.staticflickr
     .com/3/2899/14341091933_1e92e62d12_b.jpg"]
        ]
        );
print($message->sid);
   
<?php
require 'vendor/autoload.php';
use Plivo\RestClient;
$authId = getenv('PLIVO_AUTH_ID');
$authToken = getenv('PLIVO_AUTH_TOKEN');
$client = new RestClient($authId, $authToken);
$response = $client->messages->create([
        "src" => "<source_number>", 
        "dst" => "<destination_number>", 
        "text" => "Hello", 
        "type" => "mms", 
        "media_urls" => ["https://media.giphy.
com/media/26gscSULUcfKU7dHq/source.gif"], 
        "media_ids" => ["801c2056-33ab-
499c-80ef-58b574a462a2"], 
        ]);
print_r($response);
?>
            

Alternatively, you can implement the same functionality using one of our PHLO templates. For example, if you want to send an MMS message, your PHLO would be this:

Create PHLO for outbound MMS

More use cases

You can migrate your applications serving other use cases too.

Simple and reliable

And that’s all there is to migrate your PHP SMS app from Twilio to Plivo either using Plivo’s PHP SDK or PHLO. Our simple APIs work in tandem with our Premium Communications Network to guarantee the highest possible delivery rates and the shortest possible delivery times for your SMS messages. See for yourself — sign up for a free trial account.

Nov 18, 2021
5 mins

10 Best Practices for Customer Communications

The foundation of customer communications is “right time, right place, right message.” Learn how to nail it every time with great customer service.

Customer Experience

The foundation of any strategic communications is “right time, right place, right message.” A notoriously difficult challenge made somewhat simpler by the technology available to us today.

Contacto’s mission is to enable omnichannel customer communications with a personal touch — especially in a time when human connection is so important. We’ve come up with this list of 10 communications priorities to help you meet new and changing customer expectations, so you can provide a better customer experience and enhance loyalty.

Keep in touch

82% of U.S. consumers want more of the human element in their interactions with agents. That requires open lines of communication, across your audience’s preferred digital channels.

Omnichannel is best

The last two decades have seen a proliferation of new communications channels, from the rise of SMS/MMS, to social media, and now nearly ubiquitous mobile phone and mobile app usage. Your customers are everywhere — and they’d like you to be, too, because it’s more convenient that way. They want you to be there when they need you.

Offer self-service

Research from customer service expert Shep Hyken found that 67% of respondents use digital self-service tools, including AI-powered chat agents, and 41% said they prefer them. While there’s still a large percentage that prefers live agents, self-service can siphon off the low-touch enquiries to give agents more time to handle live interactions.

Be nimble

Over the last two years, amidst constantly changing conditions, agility has become a real competitive advantage. A proactive notification can keep customers in the loop when things are changing fast.

Consider CDC guidance that may lead to store closings or openings, demand-side shifts shaking up forecasting, and supply chain woes impacting inventory levels and fulfillment. Brands had to communicate fast and transparently.

Get the channel right

First, let’s be clear — omnichannel doesn’t mean every channel. Different consumer demographics, different business models, and different verticals all have unique needs — and brands will have a specific face they want to show to the world. That should all impact your channel mix. Plus, get to know what customer interaction types work best on which channels, so you can guide consumers to convenient customer journeys with the lowest friction.

Follow best practices

Omnichannel isn’t a whole new form of customer service. Classic best practices still apply here, in many cases. Even more so, perhaps, because an omnichannel contact center is so well suited to optimizing for metrics like first contact resolution, average response time, and measuring customer satisfaction.

Be dynamic

What’s convenient or most effective for one customer may be ineffective — or even inaccessible — for another. Being dynamic means that you can switch communication channels mid-conversation without losing the thread, to give your customer base a convenient and flexible journey to resolution.

Have a reliable backup

On Oct. 4, 2021, Facebook, Instagram, and WhatsApp were down for the better part of a day. Back in December 2020, Gmail users were unable to fully access services on two separate occasions, over two days.

Outages happen, but if you’re in a competitive market, you don’t want a single minute of downtime to knock you off balance. Giving your audience more than one way to contact your customer service team creates redundancy that ensures you meet your customers’ needs when they need you

Carrier network matters

If you want to create great customer experiences, you can’t take carrier quality for granted.

Contacto is powered by Plivo’s Premium Communications Network. In Plivo’s 10 years, they learned that reliability depended upon building their own network of high-quality carriers, and that:

  • Strong technology and infrastructure alone cannot compensate for poor carrier network quality.
  • Relying on aggregators is not a good way to ensure carrier network quality.
  • Building a premium carrier network requires redundancy.
  • The infrastructure and technology layer all need to have the same commitment to quality.
  • No provider can build a quality carrier network overnight.

Our advice to you: Be proactive and don’t accept carrier network quality as a given.

Choose a vendor that’s committed to your success

Using a cloud platform for communication services beats maintaining your own infrastructure. With a cloud contact center, you don’t need to buy and maintain expensive equipment, or handle carrier relationships in-house. You also don’t need expensive expert developers to keep the software updated.

Look for a vendor that minimizes complexity and  makes your success their priority, as Contacto does.

Ensuring customer success

Our commitment to our customers doesn’t end once they’re up and running. To help you get the most from us, we want to know about your business and how you use Contacto. Our customer success team has a great track record of keeping customers happy. They’re one of our not-so-secret weapons in our mission to provide superlative customer experience.

Our relationships carry the day

With telecommunications, not all problems come from the customer side of the connection. Often businesses have issues with carrier networks and connectivity, but we’re here to deal with the carriers to fix things

Need help bringing it all together?

Contacto offers an easy-to-use way to deliver streamlined, omnichannel customer service. It integrates with your existing business systems to give customer service teams all the data they need, from a single pane of glass. Read more about Contacto’s channels and features.

Nov 18, 2021
5 mins

How to Migrate Your Node.js Voice Application from Twilio to Plivo

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

Node.Js SDK
Voice API
Migration

Migrating from Twilio to Plivo is a seamless and painless process. The two companies’ API structures, implementation mechanisms, XML structure, SMS message processing, and voice call processing are similar. We wrote this technical comparison between Twilio and Plivo APIs so that you can scope the code changes for a seamless migration.

Understanding the differences between Twilio and Plivo development

Most of the APIs and features that are available on Twilio are also available on Plivo and the implementation mechanism is easier as the steps involved are almost identical. This table gives a side-side comparison of the two companies’ features and APIs. An added advantage with Plivo is that not only can you code using the old familiar API/XML method, you can also implement your use cases using PHLO (Plivo High Level Objects), a visual workflow builder that lets you create workflows by dragging and dropping components onto a canvas — no coding required.

Features and APIs Twilio Plivo Similarities Implementation Interface
Voice API: Make phone calls Request and response variables’ structure API
PHLO
Programmatically manage call flows Twiml Plivo XML XML element and its attributes structure XML
PHLO
Geo Permissions Feature parity Console
Number Lookup API API Parity API
Phone number management Feature parity API
Console
Call Insights Feature parity Console
Validating Requests Feature parity API
XML
Subaccounts Feature parity API
Speech recognition Feature parity XML
SSML (Speech Synthesis Markup Language) Feature parity XML
PHLO
Browser and Mobile SDKs Feature parity Browser
Android
iOS
Transcription Feature parity API
XML
PHLO
Custom SIP Headers Feature parity API
XML
PHLO
Browser SDK
Mobile SDKs
HTTP callbacks Feature parity API
XML
PHLO

Plivo account creation

Start by signing up for a free trial account that you can use to experiment with and learn about our services. The free trial account comes with free credits, and you can add more as you go along. You can also add a phone number to your account to start testing the full range of our voice and SMS features. A page in our support portal walks you through the signup process.

You can also port your numbers from Twilio to Plivo, as we explain in this guide.

Migrating your voice application

As mentioned earlier, you can migrate your existing application from Twilio to Plivo by refactoring the code, or you can try our intuitive visual workflow builder PHLO. If you prefer the API approach, you can follow one of the voice quickstart guides based on your preferred language and web framework. Plivo offers server SDKs in seven languages: PHP, Node.js, .NET, Java, Python, Ruby, and Go. For another alternative that lets you evaluate Plivo’s SMS APIs and their request and response structure, use our Postman collections.

How to make an outbound call

Let’s take a look at the process of refactoring the code to migrate your app from Twilio to Plivo to set up a simple Node.js application to make an outbound call by changing just a few lines of code.

Twilio Plivo
const accountSid 
= process.env.TWILIO_ACCOUNT_SID;
const authToken =
process.env.TWILIO_AUTH_TOKEN;
const
client 
=
require('twilio')(accountSid,
authToken);

client.calls.create(
   {
      url:
      'http://demo.twilio.com/docs/voice.xml',
      to: 
      '+14155551212',
      from:
      '+15017122661'
    })
    .then(call
    => 
    console.log(call.sid));
const 
plivo 
= 
require('plivo');
const 
authId =
process.env.PLIVO_AUTH_ID;
const authToken
=
process.env.PLIVO_AUTH_TOKEN;
const client
=
new
plivo.Client(authId, 
authToken);
client.calls.create(
"+14151234567", // from
"+15671234567", // to
// answer_url
"https://s3.amazonaws.com/static.plivo.com/",
{
   answerMethod: "GET",
},
).then(function(response) {
    console.log(response);
});

Alternatively, you can implement the same functionality using one of our PHLO templates. For example, if you want to make an outbound call, your PHLO would be this:

Create a PHLO for outbound calls

How to receive an incoming call

You can migrate an application for receiving and handling an incoming call from Twilio to Plivo just as seamlessly, as in this example:

Twilio Plivo
const express = require('express');
const VoiceResponse =
require('twilio').twiml.VoiceResponse;

const app = express();

app.post('/voice', (request, response) => {
    const twiml = new VoiceResponse();
    twiml.say({
        voice: 'alice'
    }, 'hello world!');

    response.type('text/xml');
    response.send(twiml.toString());
});
app.listen(3000, () => {
    console.log(
        'Now listening on port 3000. ' +
        'Be sure to restart when you make code
        changes!'
    );
});
var plivo = require('plivo');
var express = require('express');
var app = express();

app.all('/receive_call/', function(req, res) {
    var response = plivo.Response();
    var speak_body = "Hello, you just received
    your first call";
    response.addSpeak(speak_body);
    res.writeHead(200, {
        'Content-Type': 'text/xml'
    });
    res.end(response.toXML());
})

app.set('port', (process.env.PORT || 5000));
app.listen(app.get('port'), function() {
    console.log('Node app is running on
    port', app.get('port'));
});

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

Create a PHLO to receive incoming call

For more information about migrating your Voice applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

How to forward an incoming call

You can migrate an application for forwarding an incoming call from Twilio to Plivo just as seamlessly, as in this example:

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

Create a PHLO to receive incoming call

For more information about migrating your Voice applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

More use cases

You can migrate your applications serving other use cases too.

Simple and reliable

And that’s all there is to migrate your Node.js voice app from Twilio to Plivo. Our simple APIs work in tandem with our Premium Communications Network. See for yourself — sign up for a free trial account.

Nov 12, 2021
5 mins

How to Migrate Your Node.js SMS Application from Twilio to Plivo

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

Node.Js SDK
SMS API
Migration

Migrating your Node.js SMS app from Twilio to Plivo is a seamless and painless process. The two companies’ API structures, implementation mechanisms, XML structure, SMS message processing, and voice call processing are similar. We wrote this technical comparison so that you can scope between Twilio and Plivo APIs for a seamless migration.

Understanding the differences between Twilio and Plivo development

Most of the APIs and features that are available on Twilio are also available on Plivo and the implementation mechanism is easier as the steps involved are almost identical. This table gives a side-side comparison of the two companies’ features and APIs. An added advantage with Plivo is that not only can you code using the old familiar API/XML method, you can also implement your use cases using PHLO (Plivo High Level Objects), a visual workflow builder that lets you create workflows by dragging and dropping components onto a canvas — no coding required.

Features and APIs Twilio Plivo Similarities Implementation Interface
SMS API: Send SMS/MMS messages Request and response variables’ structure API
PHLO
Managed number pool for US/CA Messaging Copilot Powerpack Feature parity API
Console
Geo Permissions Feature parity Console
SMS Sender ID registration Feature parity Console
Number Lookup API API Parity API
Phone number management Feature parity API
Console
Validating Requests Feature parity API
XML
Subaccounts Feature parity API
HTTP callbacks Feature parity API
XML
PHLO

Plivo offers one unique advantage: Not only can you code using APIs and XML, you can also implement your use cases using PHLO (Plivo High Level Objects), a visual workflow builder that lets you create workflows by dragging and dropping components onto a canvas — no coding required.

Plivo account creation

Start by signing up for a free trial account that you can use to experiment with and learn about our services. The free trial account comes with free credits, and you can add more as you go along. You can also add a phone number to your account to start testing the full range of our voice and SMS features. A page in our support portal walks you through the signup process.

You can also port your numbers from Twilio to Plivo, as we explain in this guide.

Migrating your Node.js SMS application

You can migrate your existing application from Twilio to Plivo by refactoring the code, or you can try our intuitive visual workflow builder PHLO. To continue working with the APIs, use one of the quickstart guides to set up a development environment for your preferred language. Plivo offers server SDKs in seven languages: PHP, Node.js, .NET, Java, Python, Ruby, and Go. For another alternative that lets you evaluate Plivo’s SMS APIs and their request and response structure, use our Postman collections.

How to send an SMS message

Let’s take a look at the process of refactoring the code to migrate your app from Twilio to Plivo to set up a simple Node.js application to send an SMS message by changing just a few lines of code.

Twilio Plivo
const accountSid = process.env.
TWILIO_ACCOUNT_SID;
const authToken = process.env.
TWILIO_AUTH_TOKEN;
const client = require('twilio')(
accountSid, authToken);

client.messages
  .create({
     from: '<source_number>',
     to: '<destination_number>',
     body: 'Hello'
   })
  .then(message => console.log(message.sid));
   
const plivo = require('plivo');

const client = new plivo.Client
("<auth_id>", "<auth_token>");
response = client.messages.create(
      { 
          src: "<source_number>", 
          dst: "<destination_number>",
          text: "Hello"
      }
      ).then(function (response) {
        console.log(response);
});

Alternatively, you can implement the same functionality using one of our PHLO templates. For example, if you want to send an SMS message, your PHLO would be this:

Create PHLO for outbound SMS

How to receive and reply to SMS

You can migrate an application for receiving and replying to an incoming SMS from Twilio to Plivo just as seamlessly, as in this example:

Here again, you can implement the same functionality using one of our PHLO templates. Your PHLO would look like:

With Dynamic Payload

For more information about migrating your SMS applications to Plivo, check out our detailed use case guides, available for all seven programming languages and PHLO.

How to send an MMS message

Let’s take a look at the process of refactoring the code to migrate your app from Twilio to Plivo to set up a simple Node.js application to send an MMS message by changing just a few lines of code.

Twilio Plivo
const accountSid = process.env.
TWILIO_ACCOUNT_SID;
const authToken = process.env.
TWILIO_AUTH_TOKEN;
const client = require('twilio')
(accountSid, authToken);

client.messages
  .create({
     from: '<source_number>',
     to: '<destination_number>',
     body: 'Hello',
     mediaUrl: ['https://c1.staticflickr.com/3/2
     899/14341091933_1e92e62d12_b.jpg']
   })
  .then(message => console.log(message.sid));
});
   
var plivo = require('plivo');
(function main() {
    'use strict';
    var client = new plivo.Client("<auth_id>
    ", "<auth_token>");
    client.messages.create(
      { 
          src: "<source_number>", 
          dst: "<destination_number>",
          text: "Hello",
          type: "mms",
          media_urls: ["https://media.giphy
          .com/media/26gscSULUcfKU7dHq/source.gif"],
          media_ids: ["801c2056-33ab-499c-
          80ef-58b574a462a2"]
      }
      ).then(function (response) {
        console.log(response);
    });
})();

Alternatively, you can implement the same functionality using one of our PHLO templates. For example, if you want to send an MMS message, your PHLO would be this:

Create PHLO for outbound MMS

More use cases

You can migrate your applications serving various other use cases too.

Simple and reliable

And that’s all there is to migrate your Node.js SMS app from Twilio to Plivo. Our simple APIs work in tandem with our Premium Communications Network to guarantee the highest possible delivery rates and the shortest possible delivery times for your SMS messages. See for yourself — sign up for a free trial account.

Nov 2, 2021
5 mins

Plivo wins the Appealie Overall SaaS Award for Development and DevOps

Plivo recognized by Appealie with an Overall SaaS Award in the Development and DevOps category.

Company

Plivo won the Appealie Overall SaaS Award in the Development and DevOps category, and we couldn’t be happier. “To be recognized by the Appealie SaaS Awards as a top development platform is a tremendous honor,” says Venky B, Plivo co-founder and CEO. “It affirms our commitment to customer satisfaction and continued SaaS innovation.”

In the post announcing the winners, Arabella Solaybar of Appealie noted, “As software becomes more ubiquitous in our work and personal lives, the expectations of the users are continually growing. Our highly selective award honors customer-obsessed SaaS platforms that go above and beyond to deliver extraordinary experiences.”

Delivering extraordinary experiences is what Plivo strives for every day. “Today, businesses everywhere rely on cloud-based products and services to power their operations, their teams, and, ultimately, their success. That’s why, at Plivo, we’re obsessed with creating the very best SaaS experience possible for our customers,” says Venky B.

According to the awards criteria, and “as an indicator of Appealie’s SaaS Award selectivity, the Overall SaaS Award winners averaged over 4.6 stars on the most popular software review platforms (G2, Capterra, and GetApp – all of which use a 5-star rating scale).” The Appealie SaaS Awards recognized 41 SaaS apps this year for their demonstrated excellence and customer outcomes.

To see for yourself what the excitement is about, sign up for a free trial of Plivo today.

Oct 28, 2021
5 mins

Omnichannel Customer Service: Beyond the Buzzwords

Omnichannel customer service is a strategy that helps businesses to reach a more human level of interaction with customers across multiple channels.

Customer Service

59% of U.S. consumers say companies have lost touch with the human element of customer experience, found PwC’s Customer Experience Is Everything report. And 82% of U.S. consumers want more of it in the future.

An omnichannel customer service experience can help today’s businesses reach a more human level of interaction with their customers. But what does that really look like?

  • Customer service teams that have the context they need to give customers personalized experiences.
  • A fully integrated contact center that integrates with your existing business tools to create a single source of truth
  • Customers that can communicate with you via their preferred channels — whatever they may be.

What is omnichannel customer service?

The word “omnichannel” gets batted around a lot, so let’s look closely at what it really means. Omnichannel customer service can be thought of like the term “omnipresence” — being everywhere at the same time. From your customers’ perspectives, it should appear that you’re everywhere, all at once.

Whatever channels you offer customer service in, you must deliver a consistent experience across all of them. In the context of omnichannel customer service, customers can find answers to their questions and have issues resolved easily, no matter which channel they choose to use.

A customer may start a service interaction on in-app chat and end it on the phone via a call, or vice versa. And no matter the channel, customer service agents have access to customer details and a history of previous interactions.

Omnichannel vs. multi-channel customer service: What’s the difference?

The difference between omnichannel customer service and multichannel is in the consistency in the entire experience for the customer. Omnichannel customer service channels act as touch points along a single, cohesive customer journey, so customers have an integrated experience across channels and devices. Your team needs to be able to present itself as a cohesive unit whether the same agents are resolving a customer issue via in-app chat or voice call or these get handled by different agents with respective skill sets.

But tacking on new communications channels that don’t talk to one another delivers a fractured, often frustrating customer experience. That’s because unless conversation history and customer details are shared across channels, agents won’t have access to the context necessary to deliver seamless, personalized service.

79% of service professionals say it’s impossible to provide great service without full customer context, per Salesforce’s State of Service.

Common customer service channels

Your business may not need all the service channels we’ll discuss below. Every business is different, as is everyone’s customer service strategy, so you’ll have to think about what each digital channel does well and which are best suited to serve different types of customers at various stages of the customer lifecycle.

Live Chat

There’s a lot of opportunity in live chat as a customer service channel. 56% of CX professionals in retail and wholesale say they’re currently using a chat-based interaction channel, and another 26% say they have plans to add it as a customer service channel within the next year.

Deploying chat on your website or within your mobile app can support everything from answering questions to proactive notifications, to relaying shipping and invoice information about products and inventory and offering post-sales service.

Voice

Voice calls remain the most common way people interact with businesses. They’re also the easiest to record and store. First-contact resolution rates for the telephone are still typically the fastest, so if your customers have complex needs or you have frequent sensitive escalations, you may want to put a lot of your attention on voice.

Messaging

Mobile phones are, at this point, nearly ubiquitous — but only 32.7% of retail and wholesale respondents are currently using instant messaging like WhatsApp and SMS. Maybe that’s why a whopping 40.8% have plans to add it within a year.

And don’t forget MMS — multimedia messaging services — which “lets you send longer text messages. While SMS messages are limited to 160 characters, with MMS, you can send messages with up to 1,600 characters, plus 10 images,” said Founder and CEO of Contacto by Plivo, Venky B.

Chatbots and virtual agents

A chatbot is software designed to simulate human interactions, enabling interactive voice or text conversations. They can be used on your website or mobile app to provide self-service options in response to common questions, so customers can get answers 24/7/365.

By employing a chatbot acting as virtual agents to divert some of the repetitive, frequently asked questions, that leaves more time and energy for live agents to deliver high-touch service for more complex cases.

Self-service

Customers will most likely try to look for answers on their own before reaching out to customer service. Making that process simple can make the interaction so much more convenient for the customer. It may also reduce the agent’s workload as customers won’t have to call in for frequently asked questions.

“While 67% of consumers are willing to use self-service tools, 59% would prefer to call the company. Keep in mind that there is a difference between willingness and preference,” said Shep Hyken.

Benefits of omnichannel customer service

According to insights from McKinsey, customer expectations in service journeys fall into three categories:

  • Speed and flexibility
  • Reliability and transparency
  • Interaction and care

Let’s look at all the ways an omnichannel approach can facilitate positive results in all of those categories.

360-degree view of the customer

When you have all your data about a customer at your agent’s fingertips — like interaction history, past orders, preferences, and more — the experience for customers is more consistent, regardless of the channel they use without having to ask the same questions again and again. Keeping this context at the center enables personalized interactions across channels and can facilitate a higher quality of service.

Plus, when all your systems are integrated, customer service representatives have access to all the information they need, centrally from one screen. They can also switch channels if that’s most convenient for the interaction. The best contact centers will make this easy.

Simplified customer journey

“74% of Americans are likely to recommend a brand or company to friends/ family if they provide a convenient customer experience,” found Shep Hyken. It’s time to end the frustration of hanging up and calling another number.

The omnichannel experience is more user friendly. Customers can switch from one channel to another without worrying that they’ll have to go through the whole process from the beginning or repeat themselves over and over.

Higher customer service agent productivity

It’s not just customers that have a better experience with an omnichannel contact center — it’s your agents, too. That’s true for two reasons: automation and integration.

77% of agents say automating routine tasks allows them to focus on more complex work — up from 69% in 2018. That means that they have more time to spend on more complicated requests to ensure high customer satisfaction.

Integration of business systems gives agents better access to the information they need to do their jobs. In fact, high performers are 1.7x more likely than underperformers to agree with “I can find all the info I need to do my job on one screen.”

Differentiated experience

Competition keeps growing across every sector, but businesses can really differentiate themselves with high quality, personal service. When your customer service teams can go above and beyond to make a happy customer, you increase customer engagement and encourage more customer loyalty.

Continuous feedback loop

When implementing new technology to help with customer service, ensure that you create a continuous feedback loop both on your customer’s end and internally to measure customer service satisfaction and employee engagement. In other words, it will help you assess the success of your technology, while offering you the opportunity to constantly apply your customer’s suggestions and improve goods and services.

Delight your customers with an omnichannel customer service approach

Customers don’t want to need customer service. That’s why it’s so important to remove the friction from frustrated customers’ path to a solution. Cloud based omnichannel customer service platforms can help you achieve that by bringing everything into a unified view, from past interactions to past purchases and preferences. That means you can offer a consistent, seamless experience no matter which channel your audience uses to reach out.

The improvement in your team’s processes is also a win, as it optimizes agent time so they can spend more of it with the customers who need you. Plus, customer service leaders get access to unified data that you can more quickly translate into data-driven insights.

Need help bringing it all together?

Contacto offers an easy-to-use way to deliver streamlined, omnichannel customer service. It integrates with your existing business systems to give customer service teams all the data they need, from a single pane of glass. Read more about Contacto’s channels and features.

Oct 28, 2021
5 mins

How to Send Voice OTP Using ASP .NET MVC and Plivo

Plivo's SMS API and Voice API enables businesses to communicate with their customers at global scale. Sign up for free now.

PHLO
Voice API
How To
OTP

You can authenticate a phone number by delivering a one-time password (OTP) via a phone call. To do this, you call the number and read a sequence of digits to the recipient via text-to-speech. To verify the number, the user needs to confirm the digits by entering them using the phone’s keypad.

Developers commonly use voice OTP to verify new user registrations, online transactions, and login sessions in an app or website. In this blog post, we walk you through a sample implementation of sending a voice OTP using the Plivo's Voice API and PHLO, our visual workflow builder. Plivo’s direct carrier connectivity and intelligent routing engine guarantee the best call connectivity and quality.

Prerequisites

Before you get started, you’ll need:

  • A Plivo account — sign up for one for free if you don’t have one already.
  • A voice-enabled Plivo phone number if you want to receive incoming calls. To search for and buy a number, go to Phone Numbers > Buy Numbers on the Plivo console.
Buy a New Plivo Number
  • ngrok — a utility that exposes your local development server to the internet over secure tunnels.

Create a PHLO to send OTP via phone call

PHLO lets you construct your entire use case and build and deploy workflows visually. With PHLO, you pay only for calls you make and receive, and building with PHLO is free.

To get started, visit PHLO in the Plivo console and click on Create New PHLO to build a new PHLO. On the Choose your use case window, click Build my own. The PHLO canvas will appear with the Start node. Click on the Start Node, and under API request, fill in the Keys as from, to, and otp, then click Validate. From the list of components on the left-hand side, drag and drop the Initial Call component onto the canvas and connect the Start node with the Initiate Call node using the API Request trigger state.

Configure the Initiate Call node with the using the From field and in the To field. Once you’ve configured a node, click Validate to save the configurations. Similarly, create a node for the Play Audio component and connect it to the Initiate Call node using the Answered trigger state. Next, configure the Play Audio node to play a specific message to the user — in this case, “Your verification code is <otp>.” Under Speak Text, click on Amazon Polly and paste the following:

<Speak voice="Polly.Amy">
   <prosody rate="medium">
      Your verification code is
      <break/>
      <break/>
      <say-as interpret-as="spell-out">{{Start.http.params.otp}}</say-as>
   </prosody>
</Speak>

Click Validate to save.

Connect the Initiate Call node with the Play Audio node using the Answered trigger state. After you complete the configuration, provide a friendly name for your PHLO and click Save.

Set up a .NET Framework app

In this section, we’ll walk you through how to set up a .NET Framework app in under five minutes and start handling voice OTP.

  • Create an MVC web app.
Create a MVC app
  • Configure the MVC app and provide a project name.
Configure the MVC app
  • Install the Plivo NuGet package.
Install Plivo Nuget Package
  • Install the Redis NuGet package.
Install Redis Nuget Packag

Trigger the PHLO

Once you’ve created and set up your .NET dev envrironment, go to the Plivo consolse and copy the PHLO_ID. You can integrate a PHLO into your application workflow by making an API request to trigger the PHLO with the required payload.

Navigate to the Controllers directory, create a Controller named otp.cs, and paste into it this code.

        
    1   using System ;
    2   using System.Collections.Generic ; 
    3   using Plivo ;
    4   using StackExchange.Redis ; 
    5   using Microsoft.AspNetCore.Mvc ; 
    6   using Newtonsoft.Json ;
    7
    8   namespace otp.Controllers  {      
    9    public  class otp : Controller  { 
    10   public  object dispatch_otp  String destination_number )  {
    11    ConnectionMultiplexer redis  = ConnectionMultiplexer .Connect ("localhost: 6379" );
    12    IDatabase conn  = redis .GetDatabase ();
    13
    14    Random r  =  new Random (); 
    15    var code  = r .Next ( 999999 ); 
    16    var phloClient  =  new PhloApi ("<auth_id>" , "<auth_token>" ); 
    17    var phloID  = "phlo_id" ; 
    18    var phlo  = phloClient  Phlo .Get  phloID );  
    19    var data  =  new Dictionary < string ,  object > 
    20     { 
    21      { "from" , "+15671234567"  }, 
    22      { "to" , destination_number  }, 
    23      { "otp" , code  }, 
    24     };
    25     Console .WriteLine  phlo .Run  data )); 
    26     var key  =  string .Format ("number:{0}:code" , destination_number );
    27     conn .StringSet  key , code , TimeSpan .FromSeconds ( 60 ));
    28
    29     Verification verification  =  new Verification (); 
    30     verification  status  = "success" ;
    31     verification  message  = "verification initiated" ; 
    32     string output  = JsonConvert .SerializeObject  verification ); 
    33     return output ; 
    34     }
    35
    36     public string verify_otp(String destination_number, String otp) {
    37     ConnectionMultiplexer redis = ConnectionMultiplexer.Connect("localhost: 6379");
    38     IDatabase conn = redis.GetDatabase();
    39
    40      string key = $ "number:{destination_number}:code";
    41      var compare_code = (string) conn.StringGet(key);
    42
    43       if (compare_code == otp) {
    44       conn.KeyDelete(key);
    45       Verification verification = new Verification();
    46       verification.status = "success";
    47       verification.message = "Number verified";
    48       string output = JsonConvert.SerializeObject(verification);
    49       return output;
    50        } else if (compare_code != otp) {
    51        Verification verification = new Verification();
    52        verification.status = "failure";
    53        verification.message = "Number not verified";
    54        string output = JsonConvert.SerializeObject(verification);
    55        return output;
    56        } else {
    57        Verification verification = new Verification();
    58        verification.status = "failure";
    59        verification.message = "number not found!";
    60        string output = JsonConvert.SerializeObject(verification);
    61        return output;
    62        }
    63
    64      }
    65
    66     private class Verification {
    67        public string status {
    68          get;
    69          internal set;
    70          }
    71           public string message {
    72             get;
    73           internal set;
    74           }
    75          }
    76        }
    77     }  

You can get your Auth ID and Auth Token from the console.

AUTHID

You can find the PHLO_ID on the PHLO Listing page.

PHLO Listing

Test

Once you have created the Voice OTP app, save the file and run it.

Send Voice OTP

Start Redis.

$ redis-server

$ redis-server

And you should see your basic server application in action.

https://localhost:5001/dispatch_otp/?destination_number=<destination_number>
https://localhost:5001/verify_otp/?destination_number=<destination_number>&otp=<otp>

https://localhost:5001/dispatch_otp/?destination_number=<destination_number>
https://localhost:5001/verify_otp/?destination_number=<destination_number>&otp=<otp>

Boom — you’ve made an outbound call with the OTP as a text-to-speech message.

Simple and reliable

And that’s all there is to send OTP via a phone call using Plivo’s Ruby SDK. Our simple APIs work in tandem with our comprehensive global network. You can also use Plivo’s premium direct routes that guarantee the highest possible delivery rates and the shortest possible delivery times for your 2FA SMS and voice messages. See for yourself — sign up for a free trial account.

Oct 28, 2021
5 mins

SMS Marketing: The Ultimate Guide (2024)

SMS marketing outperforms email marketing. Learn how to engage customers through SMS marketing with these seven examples

SMS Marketing

Consumers worldwide are constantly on their phones: 98% of text messages are opened and read. It’s virtually guaranteed that when you send a text, your audience will receive and read it.

Despite its proven effectiveness, SMS marketing is still an underutilized communication channel for many businesses. More than 60% of brands still need a formal strategy for using SMS marketing.

Companies that invest in SMS marketing can still gain a competitive advantage. In this guide, we’ll break down the basics of SMS marketing, the software and tools you need to leverage this channel, and some best practices for keeping your audience captivated. 

What is SMS marketing? 

SMS marketing uses text messages (SMS) to directly market products and services to customers. Compared to other marketing methods, SMS marketing is a highly effective way to ensure your message is seen promptly and drives immediate action. Consider these statistics: 

SMS outreach can boost engagement, relationships, and loyalty when used as part of a broader marketing strategy. It’s direct, it’s personal, and it’s pretty much instant. 

What are the benefits of SMS marketing?

SMS marketing helps businesses achieve their sales targets at a lower cost than traditional marketing options. Here are a few reasons why SMS marketing strategies are so powerful. 

1. High open rates

Today’s consumers are always on their phones, which is why SMS marketing is so effective. SMS boasts open rates exceeding 90%, compared to email's 20-30%. However, availability isn’t the only reason SMS marketing has high open rates.

When you send an SMS, it’s pretty much guaranteed that your audience wants to receive it. Rules governing SMS marketing require consumers to opt-in to receive text messages from brands. As a result, you can rest assured that message recipients want to hear from you — and, they are likely to read and respond to your campaign. 

2. High conversion rates 

An audience primed to receive messages from your brand is just the first ingredient for successful sales. SMS can be easily personalized with platforms like Plivo. By using customer data in your SMS campaigns—such as their name, past purchases, or browsing history—you can tailor your SMS to each individual recipient.

3. High ROI

This engaged audience nets huge benefits for your brand. Marketing texts prompt more than 50% of consumers to make a purchase. Moreover, the ROI on SMS marketing campaigns is estimated at $71 for every dollar spent. This demonstrates that SMS marketing is one of the most effective sales channels compared to social media, email, or any other traditional marketing outreach. 

7 SMS marketing strategic use cases for your business:

Businesses use texting for a variety of purposes, some marketing-related and some not. Common uses include reminders, delivery updates, and promotions. Not all of these are marketing tactics, but texting does have some great marketing applications. Let’s look at seven of the top SMS marketing use cases and see how some leading businesses take advantage of them.

1. Promotional offers

Since promotions are time-sensitive, you want to make sure they get opened quickly, or they might sit unopened until they expire. Thinx, a provider of feminine hygiene underwear, uses SMS marketing to send out promotional offers.

2. Reminders

Reminders are notifications that keep customers in the loop about their orders. People get distracted with other activities and forget about purchases. If a customer got an email about a food delivery, they might not notice it, but a text message? It’s going to pop up. DoorDash, an online food ordering company, uses texting to remind customers about their food orders.

3. Customer surveys and ratings

A customer survey lets you get feedback on what you’re doing well and what you could be doing better. Text response rates are 7.5 times higher than email response rates, so texting customer surveys is better. Texting lets you get creative and engaging in your survey. Seamless, a food delivery service, uses interactive texting to get customers’ feedback on their service.

4. New product or service launch

When you have a new product or service, you want to tell your customers about it. These announcements might not get noticed in a crowded email inbox, but they make an impactful impression via text. Sakara, a plant-based food company, uses texting to update customers on new products and even offers early access.

5. Shopping cart abandonment

More than 70% of customers abandon potential purchases in online shopping carts, according to data from Baymard Institute. Swank A Posh, an online women’s fashion store, utilizes texting to remind customers of clothing left in their shopping carts.

6. Content sharing

Texting is an effective way to share how-to guides, information about a product, and other resources with customers. Ford Motor Company uses texting to provide information on Ford cars with CTAs such as “For more information, text FORD to 63111.”

7. Automated responses

Manually responding to customers can be taxing, especially on a large scale. Automating processes helps you run smoother. Your business can use SMS autoresponders to give instant responses to your customers when they need them. Julep, a cosmetic brand, uses SMS autoresponders to allow customers who viewed an ad to text “BETTER” and receive offers.

What are some SMS marketing best practices?

These stellar results don’t come without putting the right infrastructure and best practices in place. Follow these SMS marketing best practices to ensure your campaigns are a success. 

1.Make sure you have opt-in permission

Perhaps the most important rule to follow when implementing an SMS marketing strategy is to make sure you have opt-in consent. 

The General Data Protection Regulation (GDPR) in the European Union mandates opt-in consent for certain types of data processing. This regulation requires that consent is freely given, specific, informed, and unambiguous. Failing to obtain proper opt-in consent can lead to significant fines and legal issues for businesses.

Opt-in helps businesses demonstrate respect for user privacy and build customer trust. Make sure to use an opt-in message to get explicit consent before sending any marketing messages via SMS. 

[Read more: What Do Opt In and Opt Out Mean?]  

2.Use a tool to manage and automate SMS messaging

SMS campaigns can quickly become unmanageable without the right tools in place. Imagine sending an SMS manually to every single customer. It would be a poor use of your and your team’s time.

Plivo sends millions of SMS messages every month. Through Plivo’s platform, you can procure the right number (long code, short code, etc.), send application-to-person (A2P) messages that abide by industry rules, and utilize the API to make sure your messages are delivered without disruption. 

[Read more: Plivo’s Guide to SMS Marketing

3.Keep your content short and sweet

SMS messages have a strict 160-character limit. As a result, you have to be thoughtful about what you send. Offer something valuable in every SMS, such as exclusive discounts, appointment reminders, or important updates. This keeps recipients engaged and subscribed. Likewise, make sure every SMS contains a clear call-to-action, such as “Buy Now” or “Learn More.” 

4.Choose key moments in the customer journey

Plivo allows you to set up triggers that automatically send SMS at the ideal moment you want to reach your customer. Plivo CX's Journeys feature allows you to send the right message to customers at the right time based on their activity. With Journeys, you can identify key events that trigger messages to customers. These include messages for:

  • Returned orders 
  • Abandoned carts
  • Feedback requests 
  • Shipment notification 
  • First-time purchases

Plivo CX has no-code workflows that allow you to create and optimize key messaging moments yourself, depending on your customer segments and unique buyer’s journey.

5.Complement SMS with other channels

SMS is best used as part of an omnichannel marketing strategy. Consider other ways customers might be hearing from your brand to avoid spamming them with the same message. 

“Don’t treat your SMS like your email program,” said Morgan Mulloy, associate director of email marketing at Avex Designs. “Email is more of an ‘interact at your leisure’ channel, whereas SMS is intrusive. It’s literally at the palm of your customer’s hand. SMS is not the ‘blast every day’ channel. It’s the ‘quality over quantity’ channel.” 

If you send an email, SMS, tweet, Instagram post, and a LinkedIn InMail with the same message, your audience will get irritated — fast. Be selective about how you’re utilizing SMS and save it for urgent, timely campaigns.

What are the key SMS marketing laws? 

Regulations governing SMS marketing vary significantly between countries and change regularly. It’s worth doing some research or consulting with an expert to make sure your campaigns are compliant with the most up-to-date rules.

In the US, SMS marketing is governed by the Telephone Consumer Protection Act (TCPA). This regulation requires companies to get explicit consent from recipients before sending marketing messages. You must provide clear opt-out instructions and abide by restrictions on sending times (generally between 8 AM and 9 PM). 

In the EU, SMS marketers need to meet the guidelines of the General Data Protection Regulation (GDPR). Like the US, this rule requires explicit opt-in consent as well as easy opt-out mechanisms. It also requires companies to provide clear and detailed information about data usage. 

India-based SMS marketing is governed by the Telecom Regulatory Authority of India (TRAI). These rules are slightly more involved: for instance, campaigns must be registered on the Distributed Ledger Technology (DLT) platform. Sender IDs must be registered with the TRAI, and promotional messages are only allowed between 9 AM and 9 PM.

Ultimately, all of these examples aim to protect consumers against spam and fraud. Following general best practices, such as easy opt-in and opt-out, sending messages during normal business hours, and avoiding inflammatory content can ensure your messages never get blocked. 

How do you build an SMS subscriber list?

Building an audience takes time. The best SMS subscriber lists grow organically — proving that your SMS marketing strategies are providing value and encouraging more people to sign up. When you first start up, consider these tactics for building a list of SMS marketing subscribers.

1 .Launch a text-to-join campaign

Create a keyword (e.g. "JOIN") for customers to text to your number to sign up for marketing updates via SMS. Promote the keyword across marketing channels and send an automatic confirmation message when users opt-in.

2. Choose the right moment to ask 

There are ideal moments when consumers are primed to sign up for SMS. Include an SMS opt-in option at checkout (both in-store and online), newsletter signups, account creation, social media, and email campaigns. Place QR codes on product packaging, receipts, and in-store displays that link to SMS signup. Consider adding SMS opt-in options to your website popups, embedded forms, and elsewhere on your owned media. 

3. Offer incentives for signing up

A great way to encourage users to sign up is to provide exclusive discounts or deals for SMS subscribers. These incentives don’t have to be expensive: Give early access to sales or new products, or position SMS as an exclusive channel for your most loyal customers. 

The key to building an active list of SMS subscribers is clearly communicating the value of joining your SMS list, obtaining proper consent, and making the signup process seamless across multiple touchpoints. 

What are the best platforms for SMS marketing?

There are tons of platforms on the market that offer SMS marketing tools, but Plivo stands above most for a few reasons. 

Plivo's Premium Communication Network (PCN) is a global system for sending voice calls and text messages. We work with over 1,600 phone companies in more than 220 countries and territories and carefully choose only the best phone companies to work with.

We have six main connection points around the world. This helps us send messages and calls quickly, no matter where they're going.

To make sure our service is reliable, we connect to at least two phone carriers or operators in each country. This does a few important things:

  1. It makes messages and calls go through faster.
  2. It helps avoid delays.
  3. It gives customers the best possible connection.

Having multiple connections also means that if one phone company has a problem, we can quickly switch to another. This helps keep our service running smoothly and maintains good quality.

Learn more about Plivo’s comprehensive SMS API, built to programmatically send and receive text messages globally. 

Get started with SMS marketing today

Flight Vector’s CEO Scot Cromer says that “SMS is the future. If you don’t provide a texting solution, you’re going to be left behind.” Fortunately, getting started with SMS marketing doesn’t have to be overwhelming. Plivo’s SMS API Platform offers a suite of tools that help you create and launch personalized text campaigns easily — and it’s free to sign up.

It’s easy to get started.
Sign up for free.

Create your account and receive trial credits or get in touch with us.

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